Elmwood Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 207 distinct positions held by the firm.
The portfolio is heavily weighted toward technology and large-cap growth stocks. Major holdings include Apple Inc., with 37,233 shares, and Microsoft Corporation, with 10,152 shares. Other significant positions include Alphabet Inc. Class C shares (6,456 shares), Amazon.com Inc. (19,349 shares), and NVIDIA Corporation (38,015 shares).
The filing also details significant exposure to exchange-traded funds (ETFs). The firm holds substantial shares in the iShares Core S&P 500 ETF (5,196 shares), the Vanguard S&P 500 ETF Shares (1,342 shares), and the SPDR S&P 500 ETF Trust (10,091 shares). Additionally, the firm lists positions in various sector-specific ETFs, including the Select Sector SPDR Technology ETF (6,874 shares) and the Invesco Exchange Traded Fund T S&P500 EQL TEC (26,342 shares).
The report was signed by Son Nguyen, the compliance officer for Elmwood Wealth Management, and was filed on October 14, 2026.
